AI and Technology in Financial Services

Leveraging Digital Agents for Market Research and Customer Insights

Understanding customer needs and preferences is essential for creating effective marketing strategies. AI-powered digital agents are revolutionizing market research by collecting real-time customer data and providing businesses with actionable insights. By leveraging digital agents, businesses can gather valuable customer feedback, identify trends, and make data-driven decisions that improve their products and marketing strategies.
Picture of Sara Blei

Sara Blei

Share:

### Collecting Real-Time Insights Dynamically Across the Customer Journey

One of the key advantages of using digital agents for market research is their ability to collect real-time insights dynamically across the customer journey. Whether a customer is interacting with a website, chat platform, or social media, digital agents can gather valuable data on their preferences, behavior, and feedback. This allows businesses to gain a deeper understanding of their customers and make informed decisions.

For example, Service Seeking used Insait’s digital agents to collect feedback from customers throughout the onboarding and job completion processes. The real-time insights gathered by the digital agents helped the company improve its marketing strategies, resulting in a 33% conversion rate and 50 job completions daily. This demonstrates how digital agents can provide valuable insights that drive better business decisions.

### Using AI to Gather Subtle Cues for Improved Marketing Strategies

Digital agents excel at picking up on subtle cues that may be overlooked by traditional market research methods. Whether it’s a hesitation during a chat interaction or a recurring question in customer feedback, digital agents can detect these signals and use them to refine marketing strategies. By leveraging AI to gather these subtle cues, businesses can create more targeted and effective marketing campaigns.

Bruntwork’s use of Insait’s digital agents is a prime example of this. The digital agents gathered insights from customer interactions that helped the company refine its lead qualification process, resulting in a 30% conversion rate and a 50% increase in website engagement. By using AI to gather subtle customer insights, Bruntwork was able to improve the effectiveness of its marketing campaigns.

### Adapting Marketing Campaigns Based on Real-Time Research and Feedback

One of the key strengths of digital agents is their ability to adapt marketing campaigns based on real-time research and feedback. As customers interact with digital agents, their preferences and behaviors are continuously analyzed, allowing businesses to adjust their messaging and strategies dynamically. This real-time adaptability ensures that marketing campaigns remain relevant and effective.

Leumi Bank used Insait’s digital agents to adapt its personalized marketing campaigns based on real-time customer feedback. By analyzing customer behavior and adjusting the messaging accordingly, the digital agents achieved an 81% conversion rate for savings account origination. This highlights the power of real-time research in refining marketing strategies and improving customer engagement.

### Using Digital Agents to Spot Trends and Opportunities

Digital agents not only gather customer feedback but also help businesses spot trends and opportunities that can inform future marketing strategies. By analyzing large volumes of customer data, digital agents can identify emerging patterns, allowing businesses to stay ahead of market trends and capitalize on new opportunities.

Midwest Bank Centre leveraged Insait’s digital agents to identify trends in customer preferences and launch personalized marketing campaigns that resulted in a 400% higher interaction rate and $5M in deposits. By using AI to spot opportunities and refine their strategies, Midwest Bank Centre was able to improve its marketing results significantly.

### Conclusion

Leveraging digital agents for market research and customer insights is a powerful way for businesses to gather real-time data, refine their marketing strategies, and stay ahead of market trends. By collecting dynamic insights, gathering subtle cues, and adapting campaigns based on real-time feedback, businesses can make data-driven decisions that improve customer engagement and drive better marketing results. The success stories of Service Seeking, Bruntwork, Leumi Bank, and Midwest Bank Centre highlight th…


Similar Articles

Please leave your details here, and we’ll reach out soo

Please enter your organization name and submit.

We’re sorry, but it seems your organization does not work with Insait yet.

Please leave your details here, and we’ll reach out soon